The Time Tracking app syncs your time tracking entries from QuickBooks.
Although the app will work out-of-the-box, there are a few things to configure if you wish to approve time tracking entries.
This document will be broken up into three sections:
Sync setup - allow for time tracking approval
Time Tracker - settings for a user who needs to track their time
Time Approver - permissions for the user who will approve time tracking entries
Sync Setup
In order to approve time tracking entries, the entries must be set to wait before syncing to QuickBooks.
On the Time Tracking app, select the vertical ellipsis [
⋮] and choose Preferences.
Make sure that Require Approval to Sync is checked. (The below image is for those connected to a QuickBooks Online account. QuickBooks Desktop has a few more options).
With this enabled, you can now set up your users.
Time Tracking Approver
Once your time tracking users are set up, you will need to give the user who approves the entries the time tracking app, as well as the approve permission.
Click your profile icon in the upper right, and select Account Settings.
Within the Account Settings, select the Users to get into the User Settings, and then select the user who needs to do the time tracking approval. In the below example, we are selecting the user Mary.
Select Access permissions on the tabs at the top.
Within Application permissions, click Manage permissions.
On this Application Access screen, scroll down and expand the Time Tracking pack. Click App pack enabled to make sure they have Access permissions so the app shows on their dashboard.
Check the Approve checkbox.
Scroll down and click the Save all changes button.
Repeat this process for every user who needs to approve time tracking.
You have completed the set up.
Time Tracker User
All users who track their time will need to have their Method account linked to a QuickBooks entity (employee or vendor).
NOTE: If you are setting your user up as a Field Crew user, please see the article Set Up a User For Time Tracking. Although the process is similar, they should not be given access to the Time Tracking app.
As shown above, navigate to the user's settings via Account Settings ⇨ Users.
Find the dropdown Link user to QuickBooks employees and link the Method User to an existing vendor or employee. This helps pre-fill the Employee/Vendor on time entries and is recommended for all users tracking their own time.
Still on the same page, select Access permissions on the tabs at the top.
Within Application permissions, click Manage permissions.
On this Application Access screen, scroll down and expand the Time Tracking pack. Click App pack enabled to make sure they have Access permissions so the app shows on their dashboard.
Scroll down and click the Save all changes button.
Make sure you do steps 2 - 6 for every user who needs time tracking.